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Mutual Fund Insights: Fidelity Advisor Mega Cap Stock C Fund (FGRCX)

In-depth Analysis of Fidelity Advisor Mega Cap Stock C Fund (FGRCX)

Mutual fund chart: Fidelity Advisor Mega Cap Stock C Fund (FGRCX)

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See Fidelity Advisor Mega Cap Stock C Fund (FGRCX) performance details as of January 31, 2010

  

    Last Trade: $9.13 on 3/17/2010, Change: +0.05 (0.55%)
Experiment our closing price forecasting tool for Fidelity Advisor Mega Cap Stock C Fund (FGRCX) (alpha release)

  

Fund ManagerFund Manager - Matthew W. Fruhan

Fund Manager Tenure: 1.0 years   [Similar Funds: FGRBX  FGRTX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Fruhan is a portfolio manager with Fidelity Investments. He joined the firm in 1995 as an equity research associate following the specialty retail, automotive supply and transportation industries.  Get more insights on Matthew W. Fruhan

  

What we like about Fidelity Advisor Mega Cap Stock C Fund (FGRCX) What we like about Fidelity Advisor Mega Cap Stock C Fund (FGRCX)

Data for Fidelity Advisor Mega Cap Stock C Fund (FGRCX) as of January 31, 2010

  • Fidelity Advisor Mega Cap Stock C Fund (FGRCX) has good short-term performance (1-year return 35.30% vs 34.15% Large Blend category average)
  • Fidelity Advisor Mega Cap Stock C Fund (FGRCX) has good mid-term performance (3-year return -7.10% vs -7.17% Large Blend category average)
  • Fidelity Advisor Mega Cap Stock C Fund (FGRCX) ratio of up-years vs down years is greater than 2

  

What we are cautious about Fidelity Advisor Mega Cap Stock C Fund (FGRCX) What we are cautious about Fidelity Advisor Mega Cap Stock C Fund (FGRCX)

Data for Fidelity Advisor Mega Cap Stock C Fund (FGRCX) as of January 31, 2010

  • Fidelity Advisor Mega Cap Stock C Fund (FGRCX) management has been with Fidelity Advisor Mega Cap Stock C Fund for only 1.0 years, it is hard to judge manager's ability based on this fund's operation record
  • Fidelity Advisor Mega Cap Stock C Fund is a focused fund with 30.91% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Fidelity Advisor Mega Cap Stock C Fund (FGRCX) has a less-than-ideal Long-term performance (5-year return -0.22% vs 0.19% Large Blend category average)
  • Fidelity Advisor Mega Cap Stock C Fund (FGRCX) has a Morningstar rating of 3 and below
  • Fidelity Advisor Mega Cap Stock C Fund (FGRCX) has an annual stock turnover rate of 138.00% that is higher than the Large Blend average of 80.36%. This could mean Fidelity Advisor Mega Cap Stock C is more nimble, but also signal potential high tax impact and high trading fees
  • Fidelity Advisor Mega Cap Stock C Fund (FGRCX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.75 that is higher than category average of 20.52
  • Fidelity Advisor Mega Cap Stock C Fund (FGRCX) has a higher management fee of 1.88% than its Large Blend average of 1.10%
  • Fidelity Advisor Mega Cap Stock C Fund (FGRCX) carries a 1% load
See Fidelity Advisor Mega Cap Stock C Fund (FGRCX) performance details as of January 31, 2010

  

  

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Fidelity Advisor Mega Cap Stock C Fund (FGRCX) Net Asset

Track net asset change of Fidelity Advisor Mega Cap Stock C fund (FGRCX)

DateNet Asset
01/2010$780.00K
11/2009$680.00K
10/2009$630.00K
More historic net asset information on Fidelity Advisor Mega Cap Stock C Fund (FGRCX)

  

Fidelity Advisor Mega Cap Stock C Fund (FGRCX) Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Mega Cap Stock C fund (FGRCX)

DateCashStockBondOther
10/20090%100%0%0%
09/20090%100%0%0%
08/20090%100%0%0%
Click here to see more historic asset allocation information on Fidelity Advisor Mega Cap Stock C Fund (FGRCX)

  

Most Recent Top 10 Holdings in Fidelity Advisor Mega Cap Stock C Fund (FGRCX)

Discover what Fidelity Advisor Mega Cap Stock C Fund (FGRCX) manager is buying

31-Oct-09
EXXON MOBIL CP [4.58%]
JP MORGAN CHASE CO [4.03%]
Cisco Systems, Inc. [3.87%]
WELLS FARGO & CO NEW [3.54%]
PFIZER INC [3.28%]
BK OF AMERICA CP [3.15%]
CHEVRON CORP [3.15%]
PROCTER GAMBLE CO [2.39%]
Apple Inc. [2.34%]
JOHNSON AND JOHNS DC [2.27%]

30-Sep-09
JP MORGAN CHASE CO [4.19%]
EXXON MOBIL CP [4.18%]
Cisco Systems, Inc. [3.9%]
WELLS FARGO & CO NEW [3.36%]
BK OF AMERICA CP [3.35%]
PFIZER INC [2.95%]
CHEVRON CORP [2.74%]
PROCTER GAMBLE CO [2.43%]
JOHNSON AND JOHNS DC [2.28%]
Apple Inc. [2.25%]

31-Aug-09
EXXON MOBIL CP [4.37%]
JP MORGAN CHASE CO [4.25%]
Cisco Systems, Inc. [3.69%]
BK OF AMERICA CP [3.54%]
WELLS FARGO & CO NEW [3.28%]
PFIZER INC [3.02%]
CHEVRON CORP [2.77%]
PROCTER GAMBLE CO [2.27%]
Microsoft Corporation [2.2%]
JOHNSON AND JOHNS DC [2.16%]
Click here for Stock Holding Change Map in Fidelity Advisor Mega Cap Stock C Fund (FGRCX)

  

Related books and products to Fidelity Advisor Mega Cap Stock C Fund (FGRCX)

  

Latest News on Fidelity Advisor Mega Cap Stock C (FGRCX)

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